I am a UK accountant and have found Koinly after researching for a client. Is there a way where I can see the client on my portal?
Also how to I include us on the professional advisors site?
Thanks
Catherine
CBA Services Limited
Hello Catherine,
At the moment we don’t have a client feature like that, but it’s something we’re looking into for the future as more professionals, like yourself, use our platform to assist their clients.
Regarding inclusion on the professional advisor list, please message our support team and you’ll be guided to the correct person who handles that.
Kind regards,
Anakin
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